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Hi Team, |
Hi, I am working on cpq,and my requirement is to use quote fields in one span document so please help me to get it. |
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Reply to: Getting Issue with merging fields on document
Thursday, September 28, 2023 at 11:20pmThank you Duo_Liang
can you please provide detailed guide,how that code can be execuited in salesforce, and where that will be mapped in template on in transaction beacuse my requirement is i am automating all process providing document directly from salesforce and creating transaction.
Reply to: Getting Issue with merging fields on document
Saturday, October 7, 2023 at 12:26pmWe are using button and passing data to parameter that you are provided /apex/esl__package?ParentId={!Account.Id}&Name={!Account.Name}%20Agreement&TemplateID=a0G360000018BdREAU
is there any other way to create transaction via apex or any else.
Also also we found apex SDK on OneSpan documentation if we are not getting that how we can use it if you can provide detail steps to create transaction via apex SDK its helpful for us
Reply to: One Span Email Customisation
Monday, October 16, 2023 at 11:05amOk,So we need to modify that html code as per our requirement ans send modified code to support team.is it correct?
and one more question--how to modify that"$EMAIL_STYLE" which is given in html code where we can find that to edit
Reply to: One Span Email Customisation
Monday, October 16, 2023 at 11:50pmThank you Duo_Liang,
Ok,So we need to modify that html code as per our requirement ans send modified code to support team.is it correct?
can you please answer above question as well
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Topics | Replies | Freshness | Views | Users |
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Hi Team, |
5 | 6 months 4 weeks ago | 57 | |
Hi, I am working on cpq,and my requirement is to use quote fields in one span document so please help me to get it. |
5 | 7 months 1 week ago | 50 | |
Hi,
We are a use case where we need to merge fields from related contact object into the document before sending it for signing. It was possible using conventions by adding a field mapping.
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1 | 5 years ago | 109 |